Senior Trust Officer & Estates Leader

Wintrust Financial Corp.; Holland (MI); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

Disability Insurance

Parental Leave

401(k) with company match

FSA

Employee Stock Purchase Plan

Critical Illness Insurance

Accident Insurance

Transportation and Commuting Benefits

Banking Benefits

Pet Insurance

Job summary

Wintrust Wealth Management is seeking a VP, Trust Officer in Holland, MI to oversee fiduciary duties, estates, IRAs, and investment accounts. You will build strong client relationships and coordinate with Wintrust Private Trust and internal partners to ensure accurate administration and compliance.

The role requires a Bachelor’s degree and at least 8 years of trust administration experience with excellent communication and sales acumen.

Qualifications

• Bachelor’s degree required.
• Minimum of 8 years of trust administration experience.
• Extensive knowledge of estates, personal trusts, IRAs, and investment management accounts.
• Exceptional verbal and written communication skills.
• Proficient with Microsoft Office Suite (Word, Outlook, Excel, etc.).
• Ability to manage multiple responsibilities in a fast-paced environment.
• Strong sales acumen.

Responsibilities

• Represent Wintrust Private Trust Company as trustee with irrevocable and revocable trusts; review documents and manage fiduciary responsibilities.
• Coordinate with real estate team to protect, insure, and oversee real estate transactions.
• Coordinate preparation of annual tax returns, investment reviews, and client meetings.
• Open and coordinate investment management and retirement accounts; manage assets with cost basis and acquisition dates.
• Maintain relationships with ward, family, and guardian; serve as primary contact and coordinate with internal partners.

Skills

Trust administration

Estates & trusts

IRAs

Investment management

Communication skills

Microsoft Office

Sales acumen

Multitasking

Client relations

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Wintrust Wealth Management is seeking a VP, Trust Officer in Holland, MI to oversee fiduciary duties, estates, IRAs, and investment accounts. You will build strong client relationships and coordinate with Wintrust Private Trust and internal partners to ensure accurate administration and compliance.

The role requires a Bachelor’s degree and at least 8 years of trust administration experience with excellent communication and sales acumen.